IA

IFP Advisors Portfolio holdings

AUM $3.88B
1-Year Est. Return 17.67%
This Quarter Est. Return
1 Year Est. Return
+17.67%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$5.14B
AUM Growth
+$2.67B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
9,204
New
Increased
Reduced
Closed

Top Buys

1
+$15.8M
2
+$10.8M
3
+$10.6M
4
EEM icon
iShares MSCI Emerging Markets ETF
EEM
+$8.91M
5
PDBC icon
Invesco Actively Managed Exch-Traded Commodity Fd Tr Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF
PDBC
+$8.42M

Top Sells

1
+$13.9M
2
+$11.2M
3
+$11.1M
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$9.72M
5
BJUL icon
Innovator US Equity Buffer ETF July
BJUL
+$6.37M

Sector Composition

1 Technology 3%
2 Consumer Discretionary 1.9%
3 Financials 1.75%
4 Healthcare 1.49%
5 Communication Services 1.36%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$10.8M 0.21%
76,535
+8,700
27
$10.7M 0.21%
26,747
-15,762
28
$10.6M 0.21%
+344,495
29
$10.5M 0.21%
197,211
+166,684
30
$10.3M 0.2%
40,124
-7,531
31
$10.1M 0.2%
84,050
+22,812
32
$9.73M 0.19%
430,983
+15,939
33
$9.51M 0.19%
62,455
-3,211
34
$9.35M 0.18%
206,612
-26,904
35
$9.31M 0.18%
56,850
+1,782
36
$9.05M 0.18%
83,213
+4,023
37
$8.95M 0.17%
368,064
+183,084
38
$8.72M 0.17%
76,716
-868
39
$8.71M 0.17%
18,333
+14,633
40
$8.65M 0.17%
501,895
+488,884
41
$8.41M 0.16%
96,347
+19,569
42
$8.23M 0.16%
128,150
+32,395
43
$8.22M 0.16%
75,282
-365
44
$8.14M 0.16%
38,438
-8,755
45
$8.08M 0.16%
184,432
+43,324
46
$8M 0.16%
22,529
+682
47
$7.91M 0.15%
78,620
+67,435
48
$7.83M 0.15%
206,730
+14,730
49
$7.75M 0.15%
183,386
+31,667
50
$7.42M 0.14%
50,402
-3,466
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